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| Provider | Service type | Compensation |
|---|---|---|
TS&W INTERNATIONAL6 years Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT STREET · HUNTINGTON, NY 11743 | Recordkeeping | $20,804 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SRVS Service code 49 | Other Services | $7,935 |
NATIONWIDE7+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $6,059 |
TS&W INTERNATIONAL1 year Filed as: FM INTERNATIONAL SERVICES Service code 64 | Recordkeeping Fees | $2,831 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 33 | Securities brokerage | $1,692 |
AMERICAN PORTFOLIOS FINANCIAL7+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,783 | $55,415-80.5% | $155,509-93.1% | $74,495-85.5% |
| Participation rate | 84.2% | 61.9%+22.3pp | 78.2%+6.0pp | 67.2%+17.0pp |
| Annual return | 10.21% | 268.50%-258.3pp | 64.67%-54.5pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $337 | $2,267-85.1% | $4,672-92.8% | $2,623-87.1% |
| Participant deferral / active EE | $886 | $2,836-68.8% | $5,626-84.3% | $4,346-79.6% |
| Admin fee / account holder | $69 | $1,738-96.0% | $15,912-99.6% | $1,942-96.4% |